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Salem Investment Counselors’s RB Global RBA Stock Holding History

Salem Investment Counselors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-62
Closed -$3.72K – 1162
2023
Q2 		$3.72K Hold
62
– – ﹤0.01% 949
2023
Q1 		$3.49K Buy
+62
New +$3.65K ﹤0.01% 946

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Salem Investment Counselors's RBA Position: Q3 2023 in Review

Salem Investment Counselors sold out of RB Global (RBA) in Q3 2023, closing a stake of 62 shares — an estimated $3.72K sold.

Salem Investment Counselors first reported a position in RBA in Q1 2023 and held it in 2 quarters. The position peaked at $3.72K in Q2 2023. 386 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • Salem Investment Counselors reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 62 RB Global shares in Q3 2023, an estimated $3.72K.
  • Salem Investment Counselors first reported a position in RB Global in Q1 2023 and held it in 2 quarters.
  • Salem Investment Counselors's RB Global position peaked at $3.72K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.